
GOODLANDER INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | LBRT | 1.95M | $36.00M |
![]() | GPRE | 1.36M | $13.33M |
![]() | ARRY | 1.10M | $10.14M |
![]() | SEI | 960K | $44.13M |
![]() | CORZ | 800K | $11.65M |
![]() | CTRI | 550K | $13.89M |
![]() | GM | 300K | $24.40M |
![]() | MTZ | 170K | $36.95M |
![]() | EME | 60K | $36.71M |
![]() | GEV | 45K | $29.41M |
![]() | FSLR | 20K | $5.22M |

Liberty Energy Inc.
LBRT
Shares Held
1.95M
Value
$36.00M

Green Plains Inc.
GPRE
Shares Held
1.36M
Value
$13.33M

Array Technologies, Inc.
ARRY
Shares Held
1.10M
Value
$10.14M

Solaris Energy Infrastructure, Inc.
SEI
Shares Held
960K
Value
$44.13M

Core Scientific, Inc.
CORZ
Shares Held
800K
Value
$11.65M

Centuri Holdings, Inc.
CTRI
Shares Held
550K
Value
$13.89M

General Motors Company
GM
Shares Held
300K
Value
$24.40M

MasTec, Inc.
MTZ
Shares Held
170K
Value
$36.95M

EMCOR Group, Inc.
EME
Shares Held
60K
Value
$36.71M

GE Vernova Inc.
GEV
Shares Held
45K
Value
$29.41M

First Solar, Inc.
FSLR
Shares Held
20K
Value
$5.22M
